Pacer WealthShield ETF
17 hedge funds and large institutions have $64.6M invested in Pacer WealthShield ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more funds holding
Funds holding: 14 → 17 (+3)
0.54% more ownership
Funds ownership: 128.28% → 128.82% (+0.54%)
1% less capital invested
Capital invested by funds: $65M → $64.6M (-$407K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.38M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$1.24M |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$1.18M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$837K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$585K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$4.69M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$620K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$39.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16K |
PWS Hedge Fund Activity: Q2 2020 in Review
17 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pacer WealthShield ETF (PWS) for Q2 2020, worth a combined $64.6M — down 0.63% from $65M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PWS positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.38M. The largest seller was Veracity Capital, cutting an estimated $4.69M.
- 17 institutional investors held Pacer WealthShield ETF (PWS) as of Q2 2020, up from 14 in Q1 2020.
- Funds reported $64.6M of Pacer WealthShield ETF stock for Q2 2020, down 0.63% quarter-over-quarter.
- 4 funds opened new Pacer WealthShield ETF positions in Q2 2020 and 1 closed out, a net change of +3 holders.
- The largest Pacer WealthShield ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $1.38M added.
- The largest Pacer WealthShield ETF seller in Q2 2020 was Veracity Capital, an estimated $4.69M sold.
Based on aggregated 13F filings for Q2 2020.